Certified Advisory Corp Ishares Tr Russell 200 Growth Transaction History

Certified Advisory Corp

$698 Million
Q1 2024

A detailed history of Certified Advisory Corp transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Certified Advisory Corp holds 40,429 shares of IWY stock, worth $9.02 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

40,429

Previous 30,280 33.52%

Holding current value

$9.02 Million

Previous $5.31 Million 48.67%

% of portfolio

1.13%

Previous 0.81%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$170.38 - $196.82 $1.73 Million - $2 Million	10,149 Added 33.52%	40,429 $7.89 Million
Q4 2023 Feb 09, 2024	BUY	$149.01 - $175.92 $270,900 - $319,822	1,818 Added 6.39%	30,280 $5.31 Million
Q3 2023 Nov 13, 2023	BUY	$152.69 - $164.44 $190,404 - $205,056	1,247 Added 4.58%	28,462 $4.38 Million
Q2 2023 Aug 14, 2023	BUY	$136.24 - $158.56 $525,613 - $611,724	3,858 Added 16.52%	27,215 $4.32 Million
Q1 2023 May 15, 2023	SELL	$117.74 - $138.93 $53,807 - $63,491	-457 Reduced 1.92%	23,357 $3.24 Million

Q4 2022 Feb 14, 2023	BUY	$117.64 - $131.34 $1.58 Million - $1.77 Million	13,462 Added 130.04%	23,814 $2.87 Million
Q3 2022 Nov 14, 2022	BUY	N/A	799 Added 8.36%	10,352 $1.24 Million
Q2 2022 Aug 15, 2022	BUY	N/A	5,326 Added 126.0%	9,553 $1.2 Million
Q1 2022 May 13, 2022	BUY	N/A	2,169 Added 105.39%	4,227 $671,000
Q4 2021 Feb 14, 2022	BUY	N/A	350 Added 20.49%	2,058 $357,000
Q3 2021 Nov 15, 2021	BUY	N/A	1,708 New	1,708 $261,000
Q2 2021 Aug 16, 2021	SELL	N/A	-412 Closed	0 $0
Q1 2021 May 10, 2021	BUY	N/A	412 New	412 $55,000

Others Institutions Holding IWY

# of Institutions

462

Shares Held

51.1M

Call Options Held

Put Options Held

1.2K

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About ISHARES TR RUSSELL 200 GROWTH

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Certified Advisory Corp Ishares Tr Russell 200 Growth Transaction History